Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 1 U.S. retirement plans report holding Fidelity Management Trust Co. Fidelity Capital & Income Fund in their Schedule of Assets, totaling $603K in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | CONNOR GROUP, INC. CONNOR GROUP, INC. 401(K) PLAN | RENO NV | 593 | $68.4M | $603K |
